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    YMTC accelerates Wuhan fab installation, boosting local equipment deliveries
    7h 32min ago
    Google doubled capital expenditure to boost TPU demand, MediaTek aims to strengthen long-term partnership
    7h 32min ago
    CSPs ramp up ASIC production and self-developed CPUs, boosting Aspeed and Global Unichip in AI upgrade
    7h 32min ago
    Memory cost surge threatens second-tier smartphone profitability amid AI upgrades
    7h 32min ago
    South Korea aims to lead global quantum chip manufacturing by 2035
    7h 32min ago
    Qualcomm and MediaTek warn of smartphone market challenges in 2026
    7h 32min ago
    NEWS TAGGED INVESTMENT
    Thursday 5 February 2026
    Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo
    In the high-stakes theater of global chipmaking, TSMC Chairman C.C. Wei has mastered a rare skill: the art of the well-timed strategic masterstroke.
    Thursday 5 February 2026
    Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts
    As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...
    Thursday 5 February 2026
    TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse
    TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of...
    Thursday 5 February 2026
    Amazon explores deeper OpenAI ties as AI competition intensifies

    Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the...

    Thursday 5 February 2026
    AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

    Nvidia chief executive Jensen Huang said the world has entered a decisive moment of reindustrialization, marked by what he described as...

    Thursday 5 February 2026
    Infineon pivots capacity to AI power as automotive recovery drags
    Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...
    Thursday 5 February 2026
    Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

    Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

    Thursday 5 February 2026
    Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As
    Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...
    Wednesday 4 February 2026
    AI drives ODM/EMS growth despite weak consumer electronics in 2025
    Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...
    Wednesday 4 February 2026
    Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round
    Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC...
    Wednesday 4 February 2026
    Taiwan prioritizes global partnerships in trade
    Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang...
    Wednesday 4 February 2026
    Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition
    Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield...
    Wednesday 4 February 2026
    Karnataka govt wades into Foxconn tax dispute, averting escalation
    The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily...
    Wednesday 4 February 2026
    India wins electronics investment, but key gap threatens momentum
    India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives,...
    Tuesday 3 February 2026
    Huawei-linked Hubble invests in automotive chipmaker Norelsys pre-IPO

    Norelsys (Tianjin) Co., Ltd. has begun IPO counseling after filing registration for listing guidance with the Tianjin branch of the China...

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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook